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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,549 | $65,027-79.2% | $90,970-85.1% | $79,852-83.0% |
| Participation rate | 39.3% | 61.6%-22.3pp | 69.0%-29.7pp | 69.6%-30.4pp |
| Annual return | 30.75% | 30.45%+0.3pp | 134.58%-103.8pp | 31.72%-1.0pp |
| Employer contribution / active EE | $562 | $1,247-55.0% | $2,122-73.5% | $2,471-77.3% |
| Participant deferral / active EE | $1,214 | $2,512-51.7% | $3,373-64.0% | $3,740-67.6% |
| Admin fee / account holder | $11 | $4,535-99.8% | $5,960-99.8% | $5,306-99.8% |